You can display any of the following columns in the right section of the grid in Billing view. Click
next to the upper-right corner of the grid to select the columns you want.
Field | Description |
Account
|
This column displays the
account number that is associated with the expense type.
|
Baseline Billing
|
This column displays the planned billing amount that was saved as the baseline for the expense type and WBS element.
You can have only one baseline version for any plan. Any changes you make to the existing baseline will overwrite the previous baseline data. After a baseline exists, you can only change the baseline if your role has appropriate access rights.
|
Calculated % Complete Billing
|
This column displays the percent complete for the WBS element or expense type, at billing, as of the
JTD date: (JTD expenses billing amount /
EAC expenses billing amount) x 100.
|
Contract
|
This column displays either the sum of the direct expenses and reimbursable expenses contract amounts or the indirect expenses contract amount, at billing, for the WBS element.
|
Contract Less
EAC Billing
|
This column displays the variance between the contract amount and the
estimate-at-completion (EAC) expenses amount for the WBS element, at billing, as of the
JTD date. Negative amounts display in red.
Calculation: Expenses contract amount -
EAC expenses amount.
|
Contract Less
JTD Billing
|
This column displays the variance between the contract amount and the
JTD expenses amount, at billing, for the WBS element as of the
JTD date. Negative amounts display in red.
Calculation: Expenses contract amount -
JTD expenses amount.
|
EAC Billing
|
This column displays the sum of the
JTD expenses amount and the
estimate-to-complete (ETC) expenses amount for the WBS element, at billing.
Calculation:
JTD expenses amount as of the
JTD date +
ETC expenses amount from the day after the
JTD date forward.
|
ETC Billing
|
This column displays the
ETC expenses amount, at billing, for the WBS element. This is the planned expenses amount required from the day after the
JTD date through the end of the plan to complete the
project,
phase, or
task.
Calculation: If planned expenses -
JTD expenses is greater than 0, then
ETC billing = Planned expenses -
JTD expenses. If planned expenses -
JTD expenses is less than or equal to 0, then
ETC billing = 0.
|
JTD Billing
|
This column displays the
JTD expenses amount and the
JTD Date , at billing, for the WBS element as of the
JTD date.
Calculation: Sum of expense charges for all posted transactions and committed purchase orders.
A red arrow displays in the column to notify you when the WBS row's
JTD billing amount exceeds the planned billing amount for the WBS element. Each WBS amount is checked, and an arrow can display for any row.
|
Notes
|
Click
in this column to enter notes related to the WBS element.
Be aware that a note is attached to the WBS element, not to the plan. If you save the baseline, the current version of the note is not saved as part of the baseline. If you publish the plan, the current version of the note is not part of the published plan. If you revert plan changes, changes you made to a note are not reverted.
The plan notes are also displayed in an info bubble, along with other information for a WBS element, when you click on the WBS element in any of the planning grids in the
Projects hub or in Resource Management.
This option is not available for expense type rows.
|
Plan Start
|
For a WBS row, this column displays the plan start date for the WBS element. You can enter or select the date. When you enter this plan date, the corresponding plan date on the Labor and
Consultants tabs is updated also.
If you change this date and the WBS element has no planned labor hours, a message displays asking if you want to move the plan end date also to preserve the same number of days between the two dates.
If you change this date and the WBS element has planned labor hours, the Reschedule Plan Dates dialog box displays so you can specify how you want the hours distributed when the plan is rescheduled.
If you select a date that is earlier than the plan start date for any higher-level WBS elements in the same branch, those plan start dates are adjusted accordingly. If you select a date that is later than either the plan start dates for any lower-level WBS elements or any labor resource assignment start dates in the same branch, those start dates are adjusted accordingly.
|
Plan End
|
For a WBS row, this column displays the plan end date for the WBS element. You can enter or select the date. When you enter this plan date, the corresponding plan date on the Labor and
Consultants tabs is updated also.
If you change this date and the WBS element has planned labor hours, the Reschedule Plan Dates dialog box displays so you can specify how you want the hours distributed when the plan is rescheduled.
If you select a date that is later than the plan end date for any higher-level WBS elements in the same branch, those plan end dates are adjusted accordingly. If you select a date that is earlier than either the plan end dates for any lower-level WBS elements or any labor resource assignment end dates in the same branch, those end dates are adjusted accordingly.
|
Planned Billing
|
For a WBS row, this column displays the sum of all planned expenses amounts, at billing, for the expense types assigned to that WBS element.
For an expense type row, this column displays the planned expense amount, at billing, for that expense type assignment for the WBS element.
In most cases, you cannot enter an amount in this field. Instead, you can enter or change a planned cost amount in
Planned Cost, and the amount in this field changes accordingly. For direct and indirect expenses, the cost and billing amounts will be the same. For reimbursable expenses, the planned billing amount is calculated based on the cost amount and the reimbursable expense markup settings in the Plan Settings dialog box.
The one case in which you can enter an amount in this column is when no rate method is selected for reimbursable expenses in the Plan Settings dialog box. In that case, the
Planned Cost column does not display, and you enter the planned amount in
Planned Billing.
A blue arrow displays in the column to notify you when the WBS row's planned billing amount does not match the contract amount for the WBS element. Each WBS amount is checked, and an arrow can display for any row.
|
Planned Cost
|
The
Planned Cost column is not available for selection in the Column Settings & Selections dialog box for the billing view. However, if you select the
Planned Billing column for display and the plan settings include markup settings for expenses, the
Planned Cost column is automatically displayed also.
For a WBS row, this column displays the sum of all planned expenses amounts, at cost, for the expense types assigned to that WBS element. For an expense type row, this column displays the planned expense amount, at cost, for that expense type assignment for the WBS element. You can enter or change the planned cost amount on a WBS row or on an expense type row.
You can enter amounts in this column for any WBS element at any level of the structure at or below the planning level for expenses, if that element has at least one expense type assigned. When you do,
DPS allocates the amount to lower-level WBS elements and to the assigned expense types. You can enter or change the planned cost amount on a WBS row or on a expense type row.
How the amount entered for a WBS element is allocated to expense types depends on whether or not amounts have already been entered for the affected assignments:
- If none of the affected expense type assignments currently has an amount, the amount is allocated equally to each expense type.
- If one or more of the affected expense type assignments currently has a planned cost amount, the amount you enter at a WBS level is allocated to each expense type assignment in proportion to its current planned cost amount. Expense type assignments that currently have no planned cost amount receive no allocation.
The planned amount for an expense type is stored as a lump sum for the plan date range of the parent WBS element. Unlike labor, planned expense type amounts are not allocated to individual days in the date range.
|
Planned Less
EAC Billing
|
For a WBS row, this column displays the difference between the total planned expenses amount, at billing, for that WBS element and the
EAC expenses amount, at billing, for the WBS element as of the
JTD date.
For an expense type row, this column displays the difference between the planned expenses amount, at billing, for that expense type assignment for the WBS element and the
EAC amount, at billing, for that expense type assignment for the WBS element as of the
JTD date.
|
Planned Less
JTD Billing
|
For a WBS row, this column displays the difference between the total planned expenses amount, at billing, for that WBS element and the
JTD expenses amount, at billing, charged to the WBS element as of the
JTD date.
For a resource row, this column displays the difference between the planned expenses amount, at billing, for that expense type assignment for the WBS element and the
JTD expenses amount, at billing, charged to the WBS element for that expense type assignment as of the
JTD date.
|
Type
|
This column displays the
account type that is associated with the expense type: reimbursable, direct, or indirect.
|
Vendor Name
|
This column displays the
vendor for the expense type assignment.
|